# Schultz Retirement Income Solutions, Inc.

> Schultz Retirement Income Solutions, Inc. is a state-registered investment advisory firm in Rockland, ME, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 158577
- Filed as: SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rockland, ME
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158577
- AdvisorCensus page: https://advisorcensus.com/firm/schultz-retirement-income-solutions-inc-rockland-me-158577

## Quick answers

**How is Schultz Retirement Income Solutions, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Schultz Retirement Income Solutions, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Schultz Retirement Income Solutions, Inc. located?**
Schultz Retirement Income Solutions, Inc.'s principal office is in Rockland, ME, according to its Form ADV.

**Is Schultz Retirement Income Solutions, Inc. registered with the SEC or a state?**
Schultz Retirement Income Solutions, Inc. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 158577.

**How much does Schultz Retirement Income Solutions, Inc. manage?**
Schultz Retirement Income Solutions, Inc. reports $27,952,765 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (54% discretionary).

**What types of clients does Schultz Retirement Income Solutions, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (101); high net worth individuals (9).

**Does Schultz Retirement Income Solutions, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/158577

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $27,952,765
- Discretionary: $15,162,217
- Non-discretionary: $12,790,548

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 101 | $16,852,540 |
| High net worth individuals | 9 | $10,838,112 |
| Charitable organizations | Fewer than 5 | $262,113 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ME
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [schultzretirementincomesolutions.com](https://schultzretirementincomesolutions.com)
- LinkedIn @nancy-schultz-b9a5794a

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Schultz Retirement Income Solutions, Inc. (CRD 158577): Form ADV filing data as of October 2026.